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KELLY MCKNIGHT WRECKER SERVICE, INC. 401(K) PROFIT SHARING PLAN 401k Plan overview

Plan NameKELLY MCKNIGHT WRECKER SERVICE, INC. 401(K) PROFIT SHARING PLAN
Plan identification number 001

KELLY MCKNIGHT WRECKER SERVICE, INC. 401(K) PROFIT SHARING PLAN Benefits

401k Plan TypeDefined Contribution Pension
Plan Features/Benefits
  • Profit-sharing
  • ERISA section 404(c) Plan - This plan, or any part of it is intended to meet the conditions of 29 CFR 2550.404c-1.
  • Total participant-directed account plan - Participants have the opportunity to direct the investment of all the assets allocated to their individual accounts, regardless of whether 29 CFR 2550.404c-1 is intended to be met.
  • Partial participant-directed account plan - Participants have the opportunity to direct the investment of a portion of the assets allocated to their individual accounts, regardless of whether 29 CFR 2550.404c-1 is intended to be met.
  • Code section 401(k) feature - A cash or deferred arrangement described in Code section 401(k) that is part of a qualified defined contribution plan that provides for an election by employees to defer part of their compensation or receive these amounts in cash.
  • Total or partial participant-directed account plan - plan uses default investment account for participants who fail to direct assets in their account.
  • Master plan - A pension plan that is made available by a sponsor for adoption by employers; that is the subject of a favorable opinion letter; and for which a single funding medium (for example, a trust or custodial account) is established for the joint use of all adopting employers.

401k Sponsoring company profile

KELLY MCKNIGHT WRECKER SERVICE, INC. has sponsored the creation of one or more 401k plans.

Company Name:KELLY MCKNIGHT WRECKER SERVICE, INC.
Employer identification number (EIN):751645995
NAIC Classification:488410
NAIC Description:Motor Vehicle Towing

Additional information about KELLY MCKNIGHT WRECKER SERVICE, INC.

Jurisdiction of Incorporation: Texas Secretary of State
Incorporation Date: 1979-05-03
Company Identification Number: 0047408300
Legal Registered Office Address: PO BOX 1052

ARLINGTON
United States of America (USA)
76004

More information about KELLY MCKNIGHT WRECKER SERVICE, INC.

Form 5500 Filing Information

Submission information for form 5500 for 401k plan KELLY MCKNIGHT WRECKER SERVICE, INC. 401(K) PROFIT SHARING PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0012022-01-01LEIGH ANN YEARY2023-06-06
0012021-01-01LEIGH ANN YEARY2022-06-16
0012020-01-01LEIGH ANN YEARY2021-09-23
0012019-01-01LEIGH ANN YEARY2020-09-24
0012018-01-01LEIGH ANN YEARY2019-04-10
0012017-01-01REBECCA MCKNIGHT
0012016-01-01REBECCA MCKNIGHT REBECCA MCKNIGHT2017-06-13
0012015-01-01REBECCA MCKNIGHT REBECCA MCKNIGHT2016-07-13
0012014-01-01SHARON WAKE REBECCA MCKNIGHT2015-06-08
0012013-01-01SHARON WAKE REBECCA MCKNIGHT2014-07-24
0012012-01-01SHARON WAKE REBECCA MCKNIGHT2013-06-20
0012011-01-01SHARON WAKE REBECCA MCKNIGHT2012-07-27
0012009-01-01SHARON WAKE REBECCA MCKNIGHT2010-06-11

Plan Statistics for KELLY MCKNIGHT WRECKER SERVICE, INC. 401(K) PROFIT SHARING PLAN

401k plan membership statisitcs for KELLY MCKNIGHT WRECKER SERVICE, INC. 401(K) PROFIT SHARING PLAN

Measure Date Value
2017: KELLY MCKNIGHT WRECKER SERVICE, INC. 401(K) PROFIT SHARING PLAN 2017 401k membership
Total participants, beginning-of-year2017-01-0127
Total number of active participants reported on line 7a of the Form 55002017-01-0127
Number of retired or separated participants receiving benefits2017-01-010
Number of other retired or separated participants entitled to future benefits2017-01-014
Total of all active and inactive participants2017-01-0131
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2017-01-010
Total participants2017-01-0131
Number of participants with account balances2017-01-0127
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2017-01-010
2016: KELLY MCKNIGHT WRECKER SERVICE, INC. 401(K) PROFIT SHARING PLAN 2016 401k membership
Total participants, beginning-of-year2016-01-0137
Total number of active participants reported on line 7a of the Form 55002016-01-0124
Number of retired or separated participants receiving benefits2016-01-011
Number of other retired or separated participants entitled to future benefits2016-01-017
Total of all active and inactive participants2016-01-0132
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2016-01-010
Total participants2016-01-0132
Number of participants with account balances2016-01-0128
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2016-01-010
2015: KELLY MCKNIGHT WRECKER SERVICE, INC. 401(K) PROFIT SHARING PLAN 2015 401k membership
Total participants, beginning-of-year2015-01-0136
Total number of active participants reported on line 7a of the Form 55002015-01-0129
Number of retired or separated participants receiving benefits2015-01-010
Number of other retired or separated participants entitled to future benefits2015-01-014
Total of all active and inactive participants2015-01-0133
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2015-01-010
Total participants2015-01-0133
Number of participants with account balances2015-01-0131
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2015-01-010
2014: KELLY MCKNIGHT WRECKER SERVICE, INC. 401(K) PROFIT SHARING PLAN 2014 401k membership
Total participants, beginning-of-year2014-01-0137
Total number of active participants reported on line 7a of the Form 55002014-01-0127
Number of retired or separated participants receiving benefits2014-01-010
Number of other retired or separated participants entitled to future benefits2014-01-016
Total of all active and inactive participants2014-01-0133
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2014-01-010
Total participants2014-01-0133
Number of participants with account balances2014-01-0130
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2014-01-010
2013: KELLY MCKNIGHT WRECKER SERVICE, INC. 401(K) PROFIT SHARING PLAN 2013 401k membership
Total participants, beginning-of-year2013-01-0139
Total number of active participants reported on line 7a of the Form 55002013-01-0129
Number of retired or separated participants receiving benefits2013-01-010
Number of other retired or separated participants entitled to future benefits2013-01-018
Total of all active and inactive participants2013-01-0137
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2013-01-010
Total participants2013-01-0137
Number of participants with account balances2013-01-0133
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2013-01-010
2012: KELLY MCKNIGHT WRECKER SERVICE, INC. 401(K) PROFIT SHARING PLAN 2012 401k membership
Total participants, beginning-of-year2012-01-0142
Total number of active participants reported on line 7a of the Form 55002012-01-0128
Number of retired or separated participants receiving benefits2012-01-010
Number of other retired or separated participants entitled to future benefits2012-01-017
Total of all active and inactive participants2012-01-0135
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2012-01-010
Total participants2012-01-0135
Number of participants with account balances2012-01-0135
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2012-01-010
2011: KELLY MCKNIGHT WRECKER SERVICE, INC. 401(K) PROFIT SHARING PLAN 2011 401k membership
Total participants, beginning-of-year2011-01-0138
Total number of active participants reported on line 7a of the Form 55002011-01-0131
Number of retired or separated participants receiving benefits2011-01-012
Number of other retired or separated participants entitled to future benefits2011-01-014
Total of all active and inactive participants2011-01-0137
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2011-01-010
Total participants2011-01-0137
Number of participants with account balances2011-01-0137
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2011-01-011
2009: KELLY MCKNIGHT WRECKER SERVICE, INC. 401(K) PROFIT SHARING PLAN 2009 401k membership
Total participants, beginning-of-year2009-01-0139
Total number of active participants reported on line 7a of the Form 55002009-01-0136
Number of retired or separated participants receiving benefits2009-01-010
Number of other retired or separated participants entitled to future benefits2009-01-012
Total of all active and inactive participants2009-01-0138
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2009-01-010
Total participants2009-01-0138
Number of participants with account balances2009-01-0138
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2009-01-010

Financial Data on KELLY MCKNIGHT WRECKER SERVICE, INC. 401(K) PROFIT SHARING PLAN

Measure Date Value
2017 : KELLY MCKNIGHT WRECKER SERVICE, INC. 401(K) PROFIT SHARING PLAN 2017 401k financial data
Total income from all sources2017-12-31$130,572
Expenses. Total of all expenses incurred2017-12-31$23,070
Benefits paid (including direct rollovers)2017-12-31$18,396
Total plan assets at end of year2017-12-31$947,852
Total plan assets at beginning of year2017-12-31$840,350
Value of fidelity bond covering the plan2017-12-31$50,000
Total contributions received or receivable from participants2017-12-31$39,467
Other income received2017-12-31$91,105
Net income (gross income less expenses)2017-12-31$107,502
Net plan assets at end of year (total assets less liabilities)2017-12-31$947,852
Net plan assets at beginning of year (total assets less liabilities)2017-12-31$840,350
Expenses. Administrative service providers (salaries,fees and commissions)2017-12-31$4,674
2016 : KELLY MCKNIGHT WRECKER SERVICE, INC. 401(K) PROFIT SHARING PLAN 2016 401k financial data
Transfers to/from the plan2016-12-31$0
Total plan liabilities at beginning of year2016-12-31$0
Total income from all sources2016-12-31$59,126
Expenses. Total of all expenses incurred2016-12-31$58,437
Benefits paid (including direct rollovers)2016-12-31$58,412
Total plan assets at end of year2016-12-31$840,350
Total plan assets at beginning of year2016-12-31$839,661
Value of fidelity bond covering the plan2016-12-31$50,000
Total contributions received or receivable from participants2016-12-31$27,817
Expenses. Other expenses not covered elsewhere2016-12-31$0
Contributions received from other sources (not participants or employers)2016-12-31$0
Other income received2016-12-31$31,309
Noncash contributions received2016-12-31$0
Net income (gross income less expenses)2016-12-31$689
Net plan assets at end of year (total assets less liabilities)2016-12-31$840,350
Net plan assets at beginning of year (total assets less liabilities)2016-12-31$839,661
Total contributions received or receivable from employer(s)2016-12-31$0
Value of certain deemed distributions of participant loans2016-12-31$0
Value of corrective distributions2016-12-31$0
Expenses. Administrative service providers (salaries,fees and commissions)2016-12-31$25
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2016-12-31$0
2015 : KELLY MCKNIGHT WRECKER SERVICE, INC. 401(K) PROFIT SHARING PLAN 2015 401k financial data
Transfers to/from the plan2015-12-31$0
Total plan liabilities at end of year2015-12-31$0
Total plan liabilities at beginning of year2015-12-31$0
Total income from all sources2015-12-31$45,465
Expenses. Total of all expenses incurred2015-12-31$44,943
Benefits paid (including direct rollovers)2015-12-31$44,943
Total plan assets at end of year2015-12-31$839,661
Total plan assets at beginning of year2015-12-31$839,139
Value of fidelity bond covering the plan2015-12-31$50,000
Total contributions received or receivable from participants2015-12-31$32,558
Expenses. Other expenses not covered elsewhere2015-12-31$0
Contributions received from other sources (not participants or employers)2015-12-31$0
Other income received2015-12-31$12,907
Noncash contributions received2015-12-31$0
Net income (gross income less expenses)2015-12-31$522
Net plan assets at end of year (total assets less liabilities)2015-12-31$839,661
Net plan assets at beginning of year (total assets less liabilities)2015-12-31$839,139
Total contributions received or receivable from employer(s)2015-12-31$0
Value of certain deemed distributions of participant loans2015-12-31$0
Value of corrective distributions2015-12-31$0
Expenses. Administrative service providers (salaries,fees and commissions)2015-12-31$0
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2015-12-31$0
2014 : KELLY MCKNIGHT WRECKER SERVICE, INC. 401(K) PROFIT SHARING PLAN 2014 401k financial data
Transfers to/from the plan2014-12-31$0
Total plan liabilities at end of year2014-12-31$0
Total plan liabilities at beginning of year2014-12-31$0
Total income from all sources2014-12-31$76,139
Expenses. Total of all expenses incurred2014-12-31$55,082
Benefits paid (including direct rollovers)2014-12-31$55,082
Total plan assets at end of year2014-12-31$839,139
Total plan assets at beginning of year2014-12-31$818,082
Value of fidelity bond covering the plan2014-12-31$50,000
Total contributions received or receivable from participants2014-12-31$28,190
Expenses. Other expenses not covered elsewhere2014-12-31$0
Contributions received from other sources (not participants or employers)2014-12-31$0
Other income received2014-12-31$47,949
Noncash contributions received2014-12-31$0
Net income (gross income less expenses)2014-12-31$21,057
Net plan assets at end of year (total assets less liabilities)2014-12-31$839,139
Net plan assets at beginning of year (total assets less liabilities)2014-12-31$818,082
Total contributions received or receivable from employer(s)2014-12-31$0
Value of certain deemed distributions of participant loans2014-12-31$0
Value of corrective distributions2014-12-31$0
Expenses. Administrative service providers (salaries,fees and commissions)2014-12-31$0
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2014-12-31$0
2013 : KELLY MCKNIGHT WRECKER SERVICE, INC. 401(K) PROFIT SHARING PLAN 2013 401k financial data
Transfers to/from the plan2013-12-31$0
Total plan liabilities at end of year2013-12-31$0
Total plan liabilities at beginning of year2013-12-31$0
Total income from all sources2013-12-31$125,527
Expenses. Total of all expenses incurred2013-12-31$35,160
Benefits paid (including direct rollovers)2013-12-31$35,150
Total plan assets at end of year2013-12-31$818,082
Total plan assets at beginning of year2013-12-31$727,715
Value of fidelity bond covering the plan2013-12-31$50,000
Total contributions received or receivable from participants2013-12-31$29,931
Expenses. Other expenses not covered elsewhere2013-12-31$0
Contributions received from other sources (not participants or employers)2013-12-31$0
Other income received2013-12-31$95,596
Noncash contributions received2013-12-31$0
Net income (gross income less expenses)2013-12-31$90,367
Net plan assets at end of year (total assets less liabilities)2013-12-31$818,082
Net plan assets at beginning of year (total assets less liabilities)2013-12-31$727,715
Total contributions received or receivable from employer(s)2013-12-31$0
Value of certain deemed distributions of participant loans2013-12-31$0
Value of corrective distributions2013-12-31$0
Expenses. Administrative service providers (salaries,fees and commissions)2013-12-31$10
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2013-12-31$0
2012 : KELLY MCKNIGHT WRECKER SERVICE, INC. 401(K) PROFIT SHARING PLAN 2012 401k financial data
Transfers to/from the plan2012-12-31$0
Total plan liabilities at end of year2012-12-31$0
Total plan liabilities at beginning of year2012-12-31$0
Total income from all sources2012-12-31$85,035
Expenses. Total of all expenses incurred2012-12-31$72,947
Benefits paid (including direct rollovers)2012-12-31$72,947
Total plan assets at end of year2012-12-31$727,715
Total plan assets at beginning of year2012-12-31$715,627
Value of fidelity bond covering the plan2012-12-31$50,000
Total contributions received or receivable from participants2012-12-31$35,058
Expenses. Other expenses not covered elsewhere2012-12-31$0
Contributions received from other sources (not participants or employers)2012-12-31$0
Other income received2012-12-31$49,977
Noncash contributions received2012-12-31$0
Net income (gross income less expenses)2012-12-31$12,088
Net plan assets at end of year (total assets less liabilities)2012-12-31$727,715
Net plan assets at beginning of year (total assets less liabilities)2012-12-31$715,627
Total contributions received or receivable from employer(s)2012-12-31$0
Value of certain deemed distributions of participant loans2012-12-31$0
Value of corrective distributions2012-12-31$0
Expenses. Administrative service providers (salaries,fees and commissions)2012-12-31$0
2011 : KELLY MCKNIGHT WRECKER SERVICE, INC. 401(K) PROFIT SHARING PLAN 2011 401k financial data
Transfers to/from the plan2011-12-31$0
Total plan liabilities at end of year2011-12-31$0
Total plan liabilities at beginning of year2011-12-31$92
Total income from all sources2011-12-31$58,632
Expenses. Total of all expenses incurred2011-12-31$79,954
Benefits paid (including direct rollovers)2011-12-31$79,954
Total plan assets at end of year2011-12-31$715,627
Total plan assets at beginning of year2011-12-31$737,041
Value of fidelity bond covering the plan2011-12-31$50,000
Total contributions received or receivable from participants2011-12-31$42,414
Expenses. Other expenses not covered elsewhere2011-12-31$0
Contributions received from other sources (not participants or employers)2011-12-31$0
Other income received2011-12-31$4,218
Noncash contributions received2011-12-31$0
Net income (gross income less expenses)2011-12-31$-21,322
Net plan assets at end of year (total assets less liabilities)2011-12-31$715,627
Net plan assets at beginning of year (total assets less liabilities)2011-12-31$736,949
Total contributions received or receivable from employer(s)2011-12-31$12,000
Value of certain deemed distributions of participant loans2011-12-31$0
Value of corrective distributions2011-12-31$0
Expenses. Administrative service providers (salaries,fees and commissions)2011-12-31$0
2010 : KELLY MCKNIGHT WRECKER SERVICE, INC. 401(K) PROFIT SHARING PLAN 2010 401k financial data
Transfers to/from the plan2010-12-31$0
Total plan liabilities at end of year2010-12-31$92
Total plan liabilities at beginning of year2010-12-31$40
Total income from all sources2010-12-31$118,698
Expenses. Total of all expenses incurred2010-12-31$29,942
Benefits paid (including direct rollovers)2010-12-31$29,942
Total plan assets at end of year2010-12-31$737,041
Total plan assets at beginning of year2010-12-31$648,233
Value of fidelity bond covering the plan2010-12-31$50,000
Total contributions received or receivable from participants2010-12-31$54,542
Expenses. Other expenses not covered elsewhere2010-12-31$0
Contributions received from other sources (not participants or employers)2010-12-31$0
Other income received2010-12-31$64,156
Noncash contributions received2010-12-31$0
Net income (gross income less expenses)2010-12-31$88,756
Net plan assets at end of year (total assets less liabilities)2010-12-31$736,949
Net plan assets at beginning of year (total assets less liabilities)2010-12-31$648,193
Total contributions received or receivable from employer(s)2010-12-31$0
Value of certain deemed distributions of participant loans2010-12-31$0
Value of corrective distributions2010-12-31$0
Expenses. Administrative service providers (salaries,fees and commissions)2010-12-31$0
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2010-12-31$0

Form 5500 Responses for KELLY MCKNIGHT WRECKER SERVICE, INC. 401(K) PROFIT SHARING PLAN

2017: KELLY MCKNIGHT WRECKER SERVICE, INC. 401(K) PROFIT SHARING PLAN 2017 form 5500 responses
2017-01-01Type of plan entitySingle employer plan
2017-01-01Plan funding arrangement – InsuranceYes
2017-01-01Plan funding arrangement – TrustYes
2017-01-01Plan benefit arrangement – InsuranceYes
2017-01-01Plan benefit arrangement - TrustYes
2016: KELLY MCKNIGHT WRECKER SERVICE, INC. 401(K) PROFIT SHARING PLAN 2016 form 5500 responses
2016-01-01Type of plan entitySingle employer plan
2016-01-01Submission has been amendedNo
2016-01-01This submission is the final filingNo
2016-01-01This return/report is a short plan year return/report (less than 12 months)No
2016-01-01Plan is a collectively bargained planNo
2016-01-01Plan funding arrangement – InsuranceYes
2016-01-01Plan funding arrangement – TrustYes
2016-01-01Plan benefit arrangement – InsuranceYes
2016-01-01Plan benefit arrangement - TrustYes
2015: KELLY MCKNIGHT WRECKER SERVICE, INC. 401(K) PROFIT SHARING PLAN 2015 form 5500 responses
2015-01-01Type of plan entitySingle employer plan
2015-01-01Submission has been amendedNo
2015-01-01This submission is the final filingNo
2015-01-01This return/report is a short plan year return/report (less than 12 months)No
2015-01-01Plan is a collectively bargained planNo
2015-01-01Plan funding arrangement – InsuranceYes
2015-01-01Plan funding arrangement – TrustYes
2015-01-01Plan benefit arrangement – InsuranceYes
2015-01-01Plan benefit arrangement - TrustYes
2014: KELLY MCKNIGHT WRECKER SERVICE, INC. 401(K) PROFIT SHARING PLAN 2014 form 5500 responses
2014-01-01Type of plan entitySingle employer plan
2014-01-01Submission has been amendedNo
2014-01-01This submission is the final filingNo
2014-01-01This return/report is a short plan year return/report (less than 12 months)No
2014-01-01Plan is a collectively bargained planNo
2014-01-01Plan funding arrangement – InsuranceYes
2014-01-01Plan funding arrangement – TrustYes
2014-01-01Plan benefit arrangement – InsuranceYes
2014-01-01Plan benefit arrangement - TrustYes
2013: KELLY MCKNIGHT WRECKER SERVICE, INC. 401(K) PROFIT SHARING PLAN 2013 form 5500 responses
2013-01-01Type of plan entitySingle employer plan
2013-01-01Submission has been amendedNo
2013-01-01This submission is the final filingNo
2013-01-01This return/report is a short plan year return/report (less than 12 months)No
2013-01-01Plan is a collectively bargained planNo
2013-01-01Plan funding arrangement – InsuranceYes
2013-01-01Plan funding arrangement – TrustYes
2013-01-01Plan benefit arrangement – InsuranceYes
2013-01-01Plan benefit arrangement - TrustYes
2012: KELLY MCKNIGHT WRECKER SERVICE, INC. 401(K) PROFIT SHARING PLAN 2012 form 5500 responses
2012-01-01Type of plan entitySingle employer plan
2012-01-01Submission has been amendedNo
2012-01-01This submission is the final filingNo
2012-01-01This return/report is a short plan year return/report (less than 12 months)No
2012-01-01Plan is a collectively bargained planNo
2012-01-01Plan funding arrangement – InsuranceYes
2012-01-01Plan funding arrangement – TrustYes
2012-01-01Plan benefit arrangement – InsuranceYes
2012-01-01Plan benefit arrangement - TrustYes
2011: KELLY MCKNIGHT WRECKER SERVICE, INC. 401(K) PROFIT SHARING PLAN 2011 form 5500 responses
2011-01-01Type of plan entitySingle employer plan
2011-01-01Submission has been amendedNo
2011-01-01This submission is the final filingNo
2011-01-01This return/report is a short plan year return/report (less than 12 months)No
2011-01-01Plan is a collectively bargained planNo
2011-01-01Plan funding arrangement – InsuranceYes
2011-01-01Plan funding arrangement – TrustYes
2011-01-01Plan benefit arrangement – InsuranceYes
2011-01-01Plan benefit arrangement - TrustYes
2009: KELLY MCKNIGHT WRECKER SERVICE, INC. 401(K) PROFIT SHARING PLAN 2009 form 5500 responses
2009-01-01Type of plan entitySingle employer plan
2009-01-01Submission has been amendedNo
2009-01-01This submission is the final filingNo
2009-01-01This return/report is a short plan year return/report (less than 12 months)No
2009-01-01Plan is a collectively bargained planNo
2009-01-01Plan funding arrangement – InsuranceYes
2009-01-01Plan funding arrangement – TrustYes
2009-01-01Plan benefit arrangement – InsuranceYes
2009-01-01Plan benefit arrangement - TrustYes

Insurance Providers Used on plan

SYMETRA LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 68608 )
Policy contract numberLP1071573
Policy instance 1
Insurance contract or identification numberLP1071573
Number of Individuals Covered0
Insurance policy start date2017-01-01
Insurance policy end date2017-05-10
Total amount of commissions paid to insurance brokerUSD $1,449
Are there contracts with allocated funds for group deferred annuity?Yes
Are there contracts with unallocated funds for contracts of type guaranteed investment?Yes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $1,449
Additional information about fees paid to insurance brokerSERVICE FEES
Insurance broker organization code?3
Insurance broker nameWILLIAM R PONDER
SYMETRA LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 68608 )
Policy contract numberLP1071573
Policy instance 1
Insurance contract or identification numberLP1071573
Number of Individuals Covered31
Insurance policy start date2015-01-01
Insurance policy end date2015-12-31
Total amount of commissions paid to insurance brokerUSD $3,357
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for group deferred annuity?Yes
Are there contracts with unallocated funds for contracts of type guaranteed investment?Yes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $3,357
Insurance broker organization code?3
Insurance broker nameWILLIAM R PONDER
SYMETRA LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 68608 )
Policy contract numberLP1071573
Policy instance 1
Insurance contract or identification numberLP1071573
Number of Individuals Covered33
Insurance policy start date2014-01-01
Insurance policy end date2014-12-31
Total amount of commissions paid to insurance brokerUSD $3,333
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for group deferred annuity?Yes
Are there contracts with unallocated funds for contracts of type guaranteed investment?Yes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $3,333
Insurance broker organization code?3
Insurance broker nameWILLIAM R PONDER
SYMETRA LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 68608 )
Policy contract numberLP1071573
Policy instance 1
Insurance contract or identification numberLP1071573
Number of Individuals Covered36
Insurance policy start date2013-01-01
Insurance policy end date2013-12-31
Total amount of commissions paid to insurance brokerUSD $3,041
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for group deferred annuity?Yes
Are there contracts with unallocated funds for contracts of type guaranteed investment?Yes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $3,041
Insurance broker organization code?3
Insurance broker nameWILLIAM R PONDER
SYMETRA LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 68608 )
Policy contract numberLP1071573
Policy instance 1
Insurance contract or identification numberLP1071573
Number of Individuals Covered35
Insurance policy start date2012-01-01
Insurance policy end date2012-12-31
Total amount of commissions paid to insurance brokerUSD $2,879
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for group deferred annuity?Yes
Are there contracts with unallocated funds for contracts of type guaranteed investment?Yes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $2,879
Insurance broker organization code?3
Insurance broker nameWILLIAM R PONDER
SYMETRA LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 68608 )
Policy contract numberLP1071573
Policy instance 1
Insurance contract or identification numberLP1071573
Number of Individuals Covered37
Insurance policy start date2011-01-01
Insurance policy end date2011-12-31
Total amount of commissions paid to insurance brokerUSD $3,050
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for group deferred annuity?Yes
Are there contracts with unallocated funds for contracts of type guaranteed investment?Yes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
SYMETRA LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 68608 )
Policy contract numberLP1071573
Policy instance 1
Insurance contract or identification numberLP1071573
Number of Individuals Covered41
Insurance policy start date2010-01-01
Insurance policy end date2010-12-31
Total amount of commissions paid to insurance brokerUSD $2,682
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for group deferred annuity?Yes
Are there contracts with unallocated funds for contracts of type guaranteed investment?Yes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $2,682
Insurance broker organization code?3
Insurance broker nameWILLIAM R PONDER

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